Tag: AssignPermission Set

Salesforce introduces this feature with winter’14 release. A Salesforce console is designed to increase productivity for users in fast- paced environment. The console’s dashboard-like interface improves the Agent Console by eliminating time-consuming clicking and scrolling, hence you can quickly find, update, and create records. Sales console helps “Inside Sale” reps to get all details like Account, Contact, Lead etc on single screen. After winter’14 release Salesforce console is available for use with Microsoft’s Internet Explorer® 10 browser. Few important benefits of Salesforce console are mention below

Eliminate switching between pages, to access data. For example if you want to view Opportunity related to an account you have to navigate to another page.

User can use keyboard shortcut to make some actions.

Quickly add notes or log a call for each record from same screen without leaving the page.

User will see records and their related items as tabs on one screen so that user never loses context or navigate too far from a record.

Manage incoming or outgoing calls using a SoftPhone.

This feature is available in Enterprise, Unlimited, Performance and Developer editions with Service cloud and is available in, Performance and Developer editions with Sales cloud, also available in Enterprise, Unlimited editions with an additional cost.

Note:- Live Agent can’t be enabled in a Salesforce Console for Sales unless Service Cloud is enabled for your organization.

Business Use case :- User doesn’t have time for clicking screen-to-screen to close a deal. The Salesforce Console for Sales gives you easy access to sales intelligence and helps you quickly contact leads, assess companies, and identify key contacts , all in a dashboard-like interface ,which means more access to contextual data with fewer clicks and less scrolling.

Enabling the Salesforce Console for your Organization

First check Salesforce Console for Sales is enabled for your organization, and the corresponding permission set license and user permission is assigned.

Salesforce Console Permission Set license

Below screenshot shows the user permission needed

User Permission Needed

Note:- To have Salesforce Console for Sales in your organization contact Salesforce.com

Create new Permission Sets

As soon as this feature is enabled for your organization, next step is to create a new permission set. To do that follow the below instructions

Now we will assign permission sets that we created to respective Users. To do so follow the below instructions:

Click on Name | Setup | Administration Setup | Manage Users | Users

Click on the name of User whom you want to assign the permission set, Navigate to Permission Set Assignments related list and click on Edit Assignments

Assign Permission set (Sales Console) that you created few steps back, as shown in below screen shot

Assigning Permission Set

Click on Save

Create a Salesforce Console for Sales App

The final step is to create a Salesforce console app for Sales. To do that follow the below instructions

Click on Name | Setup | App Setup | Create | App

Click on New, and Select Console, Click on Next

Enter App Label, App Name and Description, Click on Next

On this screen, you can specify Custom logo for app, leave it as it is and click on Next

Select the items to include in the navigation tab. For example, if you want Users to choose Accounts from the navigation tab, move Accounts from Available Items to Selected Items. In our case select Account, Contact, Opportunities as shown in below screen shot and click on Next

Choose Navigation Tab Items

Choose how items display in the console when they’re not selected from a primary tab or sub-tab and click on Next

Optionally, if Service Cloud has been enabled for your organization, you may enable Live Agent and click Next

Assign the Salesforce Console App to user profiles and click on Save.

Now it’s time to test this feature

To test this application select Application (Sales Console) and you will be redirected to a page, which looks like below screenshot

Sales Console Output

Salesforce Console Limitations

A Salesforce console does not support right-to-left languages, such as Arabic or Hebrew.

A Salesforce console does not support Chatter Messenger.

All Salesforce CRM Content items display as primary tabs in a Salesforce console.

Salesforce Knowledge and Live Agent are only available for Salesforce console apps with the Service Cloud.

Salesforce console spring’14 enhancement

1) Multi-Monitor Components: – It allows users pop out portions of the Salesforce console so they can move them to any location on their screens. (Print screen from 125)

2) More Custom Console Components in the Sidebar: – Now user adds and organizes multiple custom console components on each sidebar of a console.

If you have feedback, suggestions for posts or need more information about Salesforce online training program running by me. Say hello and leave and message to me!

Use Case:- System administrator want to assign Permission Sets to 20 users due to a business requirement.

Before Spring’14 release if you want to assign one Permission Sets to multiple users, so you have only one option that is Data Loader. First I will go through the concepts of Assign permission sets to multiple users via Data loader. To assign Permission Sets to multiple Users follow the below steps

1) Create a .Csv file with two column, first column will contain used ID and second column will contain Permission Sets ID ( That you want to assign to user), Something as shown below

.Csv file to assign Permission Sets

2) Open Data Loader, and Click on Upsert Button

Click on Upsert button

3) Now enter you Salesforce credentials to login into data loader, then click on Next
(User Name :- Salesforce Username, Password :- Password followed by Security token)
4) First select check box ” Show all Salesforce objects”, then select “Permission Set Assignment” object and browse the .csv file that we created in step 1. Once done click on Next.

5) Map the fields User ID to “AssignedID” and Permission Sets ID to “PermissionSetId” as shown in below screen shot.

Fields mapping

6) Click on Next, Select location for Error and Success report and click on Finish to complete this process.

After Spring’14 release it’s very easy job for you. Any one can assign permission sets to multiple users. From any permission set page, you can assign the permission set to one or more users. This feature available in Developer, Performance, Enterprise, Professional, ContactManager, Group, Unlimited and Database.com editions. All you need is “Manage Users” permission.

To Assign Permission Sets to multiple User

To assign permission sets to multiple users follow the below steps

1) Click on Name | Setup | AdministrationSetup | ManageUsers | PermissionSets.
2) Select a Permission Set that you want to assign and drill down to the it’s details page.

Permission Sets

3) In the permission set toolbar, click on “Manage Assignments” button, It will redirect you to a new page.

Manage Assignments

4) Click on “Add Assignment” and select the users to assign to this permission set, Once done with Selection Click on “Assign“.

Assign Permission Set

Note:- You can assign a permission set up to 1000 users at a time.

5) Review the messages on the Assignment Summary page. If any users weren’t assigned, the Message column lists the reasons.
6) To return to a list of all users assigned to the permission set, click Done.

To Remove User Assignments from a Permission Set

To remove user assignments from a Permission Set follow the below steps

1) Click on Name | Setup | AdministrationSetup | ManageUsers | PermissionSets.
2) Select a Permission Set that you want to remove from user and drill down to the it’s details page.
3) In the permission set toolbar, click on “Manage Assignments” button, It will redirect you to a new page.
4) Now Select the users to remove from this permission sets, Once done with selection click on “Remove Assignments” (This button is only available when one or more users are selected). Salesforce will pop-up a message and ask for your confirmation.

Remove Permission Set Assignments

Note:- You can remove up to 1000 users at a time.

5) To return to a list of all users assigned to the permission set, click Done.